01/09/2012
If any family offices are still unsure about their exempt status, they need to act soon: Nonexempt family offices have until March 30 to either register with the SEC or restructure to conform with exemption requirements.
01/04/2012
The London-based advisory group said structures that allow family investors to share knowledge and co-invest, such as investment committees and roundtables, will become more commonplace this year.
12/28/2011
Stephen Diggle, who co-founded a hedge fund that made $2.7 billion in 2007 and 2008, plans to open his personal farmland portfolio to investors and start a fund that will trade life-sciences companies.
12/28/2011
Guggenheim Partners, an investment firm that grew from administering the vast private wealth of the Guggenheim family in the early 1900s to a multifaceted financial firm, has signed a large lease at 330 Madison Avenue for its New York headquarters, source
12/27/2011
Family offices would benefit from taking a three-pronged approach to managing their assets if they want to grow wealth in the current risky economic climate, according to investment manager Stefan Angele.
12/19/2011
About 150 multifamily offices oversee an additional $450 billion. Both types of firms generally provide investment management and financial planning for their clients.
12/16/2011
Henry Swieca will return all of the outside capital to his Talpion Fund Management. Client money accounts for only about one-fifth of Talpion's $500 million in assets under management, Bloomberg News reports.
11/23/2011
The arbitration claim alleges the firm to have failed to diversify one of its HNW client's $30m portfolio
11/23/2011
The survey results come at the wake of volatile market conditions
11/23/2011
Family Office - A Small Entity Compliance Guide
11/17/2011
The lender seeks to lure the growing number of billionaires in the country
11/13/2011
The group held a meeting with top funds and investment officials to dicuss the benefits of the BVI as a domicile for hedge funds
10/27/2011
Convergent Wealth launches new HNW-focused unit
10/24/2011
The Duke and Duchess of Cambridge and the £1.3 trillion hedge fund women
10/18/2011
Steinhardt Pledges Picassos for Real Estate as Art Loans Surge
10/18/2011
G20 lays out 5 'early warning signals' for global slump
10/14/2011
Towering statement from rich little city
10/11/2011
Art world fears "big chill" as Frieze Week begins
10/04/2011
Duke of Westminster's property company joins up with Kuwait Finance House for £380m venture
10/04/2011
Risk Paradigm launches family a wealth advisory business